Client Services Liaison

Job Title: Client Engagement Liaison

Company Overview: South Shore Retirement Services is a fast-growing retirement planning firm dedicated to helping people build comprehensive, holistic financial plans that allow them to live out their dream retirements. Our mission is to build strong, trust-based relationships with our clients, always seeing people as people and not numbers on a spreadsheet. We're seeking a motivated, personable, and detail-oriented caller/dialer to join our team and help connect with leads from our various live events, radio shows, and marketing campaigns.

Position Overview: As Client Engagement Liaison, you will use our CRM to reach out to leads who attended our seminars but have not yet booked a discovery meeting. Your goal is to build rapport, answer any questions, and help them schedule a complimentary consultation with one of our advisors. We will provide in-person training in CRM navigation and phone communications to ensure your success.

Responsibilities:

• Use our CRM to manage lead lists and track call activity.
• Make regular outbound calls to leads who attended our dinner seminar presentations, submitted consultation forms, or otherwise raised their hand for engagement.
• Engage with leads professionally, answer questions about our company and services, and highlight the benefits of scheduling a discovery meeting.
• Schedule discovery meetings for leads directly on our calendar, using our CRM.
• Follow up with leads as needed to nurture relationships and encourage appointment bookings.

Compensation:

• Competitive salary with upside potential.

What We’re Looking For:

• Previous experience in customer service, sales, or phone-based roles is a plus.
• Comfortable working part-time in the office, part-time remotely and managing your time effectively.
• Calendar management experience.
• Experience with CRM systems (HubSpot experience is a plus but not required).
• Proficiency with Microsoft Office is a plus.
• Strong communication skills, with a warm, professional phone presence.
• Self-motivated, goal-oriented, attention to detail in a fast-paced environment, and eager to help potential clients.

Perks:

• Flexible work environment: part-time in the office/at home as needed.
• Ongoing training and support to help you succeed.
• Opportunity to grow within a fast-paced, mission-driven company.

How to Apply: If you’re excited about connecting with leads and helping people take the next step in their retirement journey, we’d love to hear from you. Please apply through LinkedIn with your resume and a brief cover letter outlining your experience and why you're a great fit for this role.